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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,572 | $81,233+129.7% | $155,567+19.9% | $80,874+130.7% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.6%+19.9pp |
| Annual return | 13.38% | 33.33%-20.0pp | 64.74%-51.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $8,133 | $3,101+162.3% | $4,674+74.0% | $2,756+195.1% |
| Participant deferral / active EE | $6,425 | $3,452+86.1% | $5,628+14.2% | $4,297+49.5% |
| Admin fee / account holder | $14,967 | $7,998+87.1% | $15,916-6.0% | $6,935+115.8% |